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CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$18.27
Change-$0.24 (-1.30%)
VolumeN/A
Net Assets657.91M
CWIEX vs ERBCX Comparison Chart
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CWIEX vs. ERBCX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a Buy and ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. ERBCX (658M). CWIEX pays higher dividends than ERBCX: CWIEX (1.31) vs ERBCX (0.00). CWIEX was incepted earlier than ERBCX: CWIEX (23 years) vs ERBCX (15 years). ERBCX (2.05) is less costly to investors than CWIEX (1.00). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBCX: CWIEX (250) vs ERBCX (1000). CWIEX annual gain was more profitable for investors over the last year : 6.05 vs. ERBCX (3.63). CWIEX return over 5 years is better than : 54.48 vs. ERBCX (20.33).
| CWIEX | ERBCX | CWIEX / ERBCX | |
| Total Expense Ratio | 1.00 | 2.05 | 49% |
| Annual Report Gross Expense Ratio | 1.00 | 2.05 | 49% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 8.904 | 3.279 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 658M | 19,909% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 6.05 | 3.63 | 167% |
| Returns for 3 years | 44.36 | 17.55 | 253% |
| Returns for 5 years | 54.48 | 20.33 | 268% |
| Returns for 10 years | 69.54 | 26.04 | 267% |
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